Risk Strategies Company
Join to apply for the
Client Experience Group Manager
role at
Risk Strategies Company 2 days ago Be among the first 25 applicants Join to apply for the
Client Experience Group Manager
role at
Risk Strategies Company Direct message the job poster from Risk Strategies Company Senior Talent Acquisition Partner - Northeast Region at Risk Strategies Company
The primary responsibilities of this position are to lead the assigned Client Experience group for an assigned block of schools on processes, and solutions to ensure the efficiency, effectiveness, and reliability of products and services. Collaborates with school administrators and students on proposed solutions to best meet the needs of clients, as well as partner expectations. Ensures all function regarding waivers, eligibility, enrollment, and customer care are completed within the assigned group. (This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.) Your Impact Ensure all incoming assigned services and tasks are completed in a timely manner. Mentor and train group on various service-level tasks and activities, as needed. Lead internal group and the universities for adding students, deleting students, making any status changes, etc. Lead an internal group and the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. Group service ticket queue monitoring, tracking, and completing (tickets within queue). Emergency adds of students. Process Renewal Letters. Enter and Reconcile payments received from the universities. Answer carriers and TPA’s questions, such as dates and coverage periods. Reconcile Invoices and Discrepancy reports. Assist accountants with monthly payments to carriers and schools. Reach out directly to schools on any mismatched daily deposits received due to enrollment add/delete changes prior to handing off to accounting team for deposit and process of payment. Successful Candidate Will Have 5+ years of experience in customer service, with 2+ years in a management role. Strong leadership and team management skills. Excellent communication and problem-solving abilities. Proficiency in customer service software and reporting tools. Ability to drive process improvements and foster a customer-focused culture. Bachelor’s Degree preferred. Previous customer service and data entry experience preferred. Advanced MS Excel training PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,000 employees across the US and Canada. Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service Industries Insurance Referrals increase your chances of interviewing at Risk Strategies Company by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Experience Manager” roles.
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Client Experience Group Manager
role at
Risk Strategies Company 2 days ago Be among the first 25 applicants Join to apply for the
Client Experience Group Manager
role at
Risk Strategies Company Direct message the job poster from Risk Strategies Company Senior Talent Acquisition Partner - Northeast Region at Risk Strategies Company
The primary responsibilities of this position are to lead the assigned Client Experience group for an assigned block of schools on processes, and solutions to ensure the efficiency, effectiveness, and reliability of products and services. Collaborates with school administrators and students on proposed solutions to best meet the needs of clients, as well as partner expectations. Ensures all function regarding waivers, eligibility, enrollment, and customer care are completed within the assigned group. (This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.) Your Impact Ensure all incoming assigned services and tasks are completed in a timely manner. Mentor and train group on various service-level tasks and activities, as needed. Lead internal group and the universities for adding students, deleting students, making any status changes, etc. Lead an internal group and the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. Group service ticket queue monitoring, tracking, and completing (tickets within queue). Emergency adds of students. Process Renewal Letters. Enter and Reconcile payments received from the universities. Answer carriers and TPA’s questions, such as dates and coverage periods. Reconcile Invoices and Discrepancy reports. Assist accountants with monthly payments to carriers and schools. Reach out directly to schools on any mismatched daily deposits received due to enrollment add/delete changes prior to handing off to accounting team for deposit and process of payment. Successful Candidate Will Have 5+ years of experience in customer service, with 2+ years in a management role. Strong leadership and team management skills. Excellent communication and problem-solving abilities. Proficiency in customer service software and reporting tools. Ability to drive process improvements and foster a customer-focused culture. Bachelor’s Degree preferred. Previous customer service and data entry experience preferred. Advanced MS Excel training PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,000 employees across the US and Canada. Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service Industries Insurance Referrals increase your chances of interviewing at Risk Strategies Company by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Experience Manager” roles.
Owner Loyalty Manager (Customer Service Manager)
Frisco, TX $55,000.00-$60,000.00 1 month ago Plano, TX $69,120.00-$86,400.00 1 month ago Dallas, TX $149,133.00-$195,000.00 2 weeks ago Plano, TX $69,120.00-$86,400.00 1 month ago Grapevine, TX $57,000.00-$65,000.00 9 months ago Senior Director of Implementation & Services
Dallas, TX $150,000.00-$190,000.00 1 month ago General Manager in Training - Frisco, TX
Plano, TX $69,120.00-$86,400.00 1 month ago Dallas, TX $124,000.00-$177,000.00 2 weeks ago General Manager in Training - Northern, CA Region
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#J-18808-Ljbffr